MUTUAL FUNDS
Kotak Mahindra MF introduces Dividend Yield Fund
Jan-05-2026

Kotak Mahindra Mutual Fund has launched Kotak Dividend Yield Fund, an open-ended equity scheme predominantly investing in dividend yielding stocks. The NFO opens for subscription on January 05, 2025 and closes on January 19, 2026. The Entry is not applicable for the scheme. The Exit load: For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil, If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% and If units are redeemed or switched out on or after 1 year from the date of allotment: Nil. The minimum subscription amount is Rs 100/- and any amount thereafter.

The performance of the scheme will be benchmarked against the Nifty 500 Index TRI (Total Return Index) and its fund managers are Shibani Sircar Kurian (Equity and Overseas investment) and Abhishek Bisen (Debt investment).

The investment objective of the scheme is to generate long-term capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies.


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